Real Estate Account Manager

Brown & Brown Insurance; United States; On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Paid Time Off

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Employee Discounts

Job summary

Brown & Brown Insurance in Philadelphia, PA seeks a Real Estate Account Manager to serve as trusted advisor to clients within our real estate practice, delivering consultative risk management guidance and managing a portfolio of middle-market accounts.

You will work with producers, carriers, underwriters and our internal specialty distribution program in a collaborative, fast-paced environment, and mentor Assistant Account Managers to uphold service standards.

Qualifications

• 5+ years of Commercial Lines insurance experience, focused on real estate accounts.
• Experience with middle-market commercial real estate programs a plus.
• Strong knowledge of property and casualty underwriting, coverage, and rate analysis.

Responsibilities

• Building and maintaining strong relationships with clients and carriers.
• Providing consultative risk management guidance for real estate accounts.
• Managing renewal processes, applications, underwriting data, and marketing information.
• Maintaining system records of service, marketing, and policy communications in Applied Epic.
• Collaborating with producers, carriers, underwriters, and internal specialists to round out client relationships.
• Mentoring Assistant Account Managers to uphold service standards and accuracy.

Skills

Relationship-building

Communication skills

Analytical thinking

Real estate insurance knowledge

Portfolio management

Negotiation

Education

College degree preferred

Tools

Applied Epic

Insurance agency management systems

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Real Estate Account Manager to join our growing team in Philadelphia, PA!

The Account Manager will serve as a trusted advisor to clients within Brown & Brown’s real estate practice,providingconsultative risk management guidance. The role will require working directly with producers, carriers, underwriters, and our internal specialty distribution program in a collaborative, fast-paced environment. The Account Manager will manage a portfolio of middle-market commercial real estate accounts andoperatewith a high degree of independence.

How You Will Contribute:

• Building andmaintainingstrong relationships with internal and external customers by providing quality service and meeting client expectations.

• UtilizingCommercial Property & Casualty insurance knowledge, with an emphasis on real estate risks, to actively service existing accounts andidentifyopportunities to round out client relationships.

• Managingappropriate systemrecords of service, marketing, and policy communications with clients and carriers within Applied Epic.

• Participatingin the retention of renewal business by working with producers and clients to prepare specifications, applications, underwriting data, and related information in the marketing of insurance products.

• Ensuring clientsmaintaincontinuous andappropriate coverageandadvisingclients of coverage recommendations, requirements, and outstanding items.

• Reviewing current policies and providing recommendationsregardingcoverage, limits, deductibles, and placement options based on client exposures and contractual requirements.

• Marketing and negotiating accounts with insurance carriers and underwriters to obtain competitive coverage, terms, and pricing.

• Supporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing coverage details with clients and carriers.

• Executing coverage analysis as needed and providing clients and producers withaccuratequotations and recommendations foradditionalcoverage.

• Developing andmaintainingknowledge of real estate industry trends, emerging exposures, carrier appetites, and marketplace conditions.

• Mentoring and providing guidance to Assistant Account Managers to promote consistent service standards and technical accuracy.

• Taking ownership of complex client issues and working collaboratively with internal and external partners to developtimelyand effective solutions.

Licenses & Certifications:

• Active Property & Casualty insurance license.

• Industry-specific designations preferred – CISR, CIC, ARM, or similar.

Skills & Experience tobe Successful:

• 5+ years of Commercial Lines insurance experience, preferably with experience managing middle-market commercial real estate accounts.

• College degree preferred.

• Proficient in insurance agency management systems; Applied Epic experience preferred.

• Strong knowledge of Commercial Property & Casualty underwriting, coverage, and rate analysis/procedures.

• Experience with commercial real estate risks, including property, general liability, umbrella/excess liability,buildersrisk, flood, Directors & Officers, and other specialtycoveragespreferred.

• Ability to clearly articulate insurance products, coverage recommendations, and policy terms to clients, producers, and underwriters.

• Strong understanding of marketplace trends and best practices to best meet client needs.

• Strong organizational, analytical, communication, and problem-solving skills with the ability to manage multiple priorities in a fast-paced environment.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health &Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.